08/13/2018
UBS and Morgan Stanley Shed Reps to Rivals
The pair had managed $753 million and generated around $5 million annually at UBS, a person familiar with their practice tells AdvisorHub.
Wealth and Asset Management
08/13/2018
Mixed-sex teams show best return as asset managers
The mixed teams also produced 4.3 per cent bigger gains for clients over three years than teams made up of just women, the study showed.
08/12/2018
Big UK banks wade back into wealth management
Sector hunts for areas of growth after years of restructuring and regulatory issues
08/10/2018
JTC A Finalist Again at Industry-Leading STEP Awards
JTC’s commitment to the development and education of its employees was also exemplified in May when we were accredited by STEP as a Gold Employer Partner in ten jurisdictions.
08/10/2018
Mindful Wealth eyes fund re-domicile to Singapore
CLOs or collateralised loan obligations, are structured products that invest in senior secured loans.
08/10/2018
Wealth manager to add £350m after founding CEO’s exit
Factors behind UK advice firm chief’s departure, his legacy and the company’s plans without him
08/10/2018
Falcon PB shuts down Swiss strategy
Commenting on the closure, the spokesperson said the private bank is constantly optimising its funds portfolio
08/09/2018
Wealth Advisory for the Truly Wealthy
Proactive, in-depth estate planning presents a far greater potential value for families of wealth than investing.
08/09/2018
Gerald Mathieu: «My Job is to Recruit in Switzerland»
Under CEO Jes Staley, a former long-standing J.P. Morgan banker who briefly sat in UBS' board, Barclays has laid out the detail of its private bank.
08/09/2018
Private Banks Are the New Hedge Funds
UBS WM with $2.4 trillion touts relative value for late cycle
08/09/2018
Mattioli Woods forks out £4m for Midlands advice firm
Broughtons’ management team will be retained by Mattioli Woods following the acquisition.
08/09/2018
Private banks enhance digital infrastructure in Asia
The trend of digital transformation in the private banking space will not reduce jobs
08/09/2018
BTG Pactual wealth and investment assets soar over 30%
‘We had a remarkable performance, especially in terms of asset gathering,’ said chief financial officer João Dantas during the reporting call.
08/09/2018
Why private bank clients are going global, yet specialising
The Asset announces winners of the Private Banking and Wealth Management Awards 2018
08/09/2018
Guernsey launches Private Wealth Forum
STEP Guernsey Chair Adele Perrot, of Butterfield Group’s wealth structuring team, said the event would showcase Guernsey’s strengths, build stronger awareness of the island, and engage directly with valued contacts in London.
08/09/2018
Barclays Wealth Asset Management decided to change its name
“Barclays is committed to meeting the needs of wealthy clients and those aspiring to become wealthier."
08/09/2018
Ex-UBS Brazil WM exec launches indie advisory firm
The firm received the green light from Brazil’s market authority about a month ago, according to regulatory records.
08/09/2018
Ultra-High Net Worth Need Advisors Who Know How Investments And Taxes Interact
It specifically requires an ability to marry the investment world with the tax ecosystem in a quest to maximize after-tax returns and make investing in such strategies a worthwhile endeavor.
08/08/2018
Taking over the helm
With millennials getting ready to be in the driver seat, our panellists talk about the challenges faced in succession planning
08/08/2018
Deutsche Bank Wants U.S. Wealth Managers Who Can "Grow Big Books"
Patrick Campion tells the paper he was given a green light by Deutsche’s new group chief executive Christian Sewing to “grow, grow, grow.”